Autotask Invoices to QuickBooks Online setup

SECURITY  You must have administrative level permissions to QuickBooks Online to correctly download and configure the Autotask to QuickBooks Online components, and access to your QuickBooks Company file.

SECURITY  You must use an Autotask API User (API only) security level resource to provide QuickBooks Online access to Autotask. Refer to 2. Set up an API User (API only) user account for use with the QuickBooks Online integration.

Autotask Invoices to QuickBooks Online is a stand-alone app that transfers Autotask invoices to QuickBooks Online.


IMPORTANT  Please review the information in START HERE: Before you configure a QuickBooks Online Integration app.

Use additional tools

On the Connection settings and logs page, below the list of Settings, there are a number of tools to help manage the transfer of invoices between Autotask and QuickBooks Online. The tools allow you to override the settings if needed, and execute the action immediately.

Additional Resources